02/06/23 05:15 PM EST

The Retail Show Replay

Brian McGough

@hedgeyeretail

Jeremy McLean

@HedgeyeRetailJM

Arianna Petillo

@HedgeyeRetailAP

Takeaway: Replay link for the maiden voyage of our new product -- "The Retail Show", which we'll host every Monday morning.

New product from Hedgeye Retail. We'll be hosting "The Retail Show" every Monday morning to discuss rationale behind all of our weekend Position Monitor changes (usually around 10 ticker callouts), as well as give our roadmap for relevant earnings reports and data points for the week ahead. Please click link below for the link to this morning's show and Q&A.

Today's focus tickers | RH, CPRI, TPR, OLLI, KSS, CHWY, OSTK, ONEW, HZO, GOOS, TCS, VVV, PLCE

Video Replay Link CLICK HERE

The Retail Show Replay

Cartoon of the Day

CHART OF THE DAY: Racing In The Rain + OODA (Observe, Orient, Decide, Act) Loop

Cartoon of the Day: Laughingstock

Stock Spotlight: Hubspot Gains +36% in Under 90 Days—Why We're Still Bullish

CHART OF THE DAY: Historic Volatility (One of the Largest $VIX Spikes Ever)

Feeling the Squeeze: How Surging Inflation is Affecting Everyday Life

Stock Spotlight: Hubspot Gains +36% in Under 90 Days—Why We're Still Bullish

Macro Monday 12/16/24: Inflation is Back, and Consensus is Catching Up

What Most Investors Get Wrong About Market Crashes—and How You Can Avoid the Next One

Know When to Get Out: Staying Ahead of Market Crashes

Cartoon of the Day: When Hell Freezes Over

Reducing Government Spending Is Key To Reduce Inflation

Cartoon of the Day: Head In the Clouds

CHART OF THE DAY: Russell 2000 Has Sucked the Tail Pipe of Alpha Generation

Cartoon of the Day: Reality Check

CHART OF THE DAY: We Continue to Buy Growth $QQQ While Shorting Bonds $TLT

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